Rooted Wealth Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 41,948 shares of SPAB stock, worth $1.07 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

41,948

Previous 41,692 0.61%

Holding current value

$1.07 Million

Previous $1.07 Million 2.71%

% of portfolio

0.41%

Previous 0.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$24.94 - $26.14 $6,384 - $6,691	256 Added 0.61%	41,948 $1.04 Million
Q3 2024 Nov 12, 2024	SELL	$24.86 - $26.33 $30,378 - $32,175	-1,222 Reduced 2.85%	41,692 $1.07 Million
Q2 2024 Jul 25, 2024	SELL	$24.54 - $25.28 $104,810 - $107,970	-4,271 Reduced 9.05%	42,914 $1.09 Million
Q1 2024 Apr 17, 2024	BUY	$24.99 - $25.67 $3,398 - $3,491	136 Added 0.29%	47,185 $1.18 Million
Q4 2023 Feb 07, 2024	SELL	$23.71 - $25.74 $339,242 - $368,287	-14,308 Reduced 23.32%	47,049 $1.19 Million
Q3 2023 Nov 21, 2023	SELL	$24.28 - $25.47 $283,031 - $296,903	-11,657 Reduced 15.97%	61,357 $1.51 Million
Q2 2023 Aug 03, 2023	SELL	$25.22 - $26.01 $13 Million - $13.4 Million	-516,652 Reduced 87.62%	73,014 $1.84 Million
Q1 2023 Apr 26, 2023	BUY	$24.92 - $26.08 $1.35 Million - $1.41 Million	54,111 Added 10.1%	589,666 $15.2 Million
Q4 2022 Feb 13, 2023	BUY	$24.25 - $25.85 $13 Million - $13.8 Million	535,555 New	535,555 $13.5 Million

Others Institutions Holding SPAB

# of Institutions

540

Shares Held

271M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

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Rooted Wealth Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History